Latest Institutional Transactions on Intuit Inc (INTU)
This table provides information on the latest institutional transactions involving Intuit Inc (INTU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-10- 2.42% |
$5.63K - $6.7K
|
404
$305K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
133New |
$74.9K - $89.1K
|
133
$100K
|
|
|
Jul 19, 2024
Q2 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-4- 0.09% |
$2.25K - $2.68K
|
4.33K
$3.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
8+ 0.71% |
$4.5K - $5.36K
|
1.13K
$856K
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-130- 28.02% |
$73.2K - $87.1K
|
334
$252K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
13New |
$7.32K - $8.71K
|
13
$9.82K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
101New |
$56.9K - $67.7K
|
101
$76.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
199+ 22.33% |
$112K - $133K
|
1.09K
$823K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
7+ 116.67% |
$3.94K - $4.69K
|
13
$9.82K
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
91+ 7.99% |
$51.2K - $61K
|
1.23K
$929K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-27- 7.71% |
$15.2K - $18.1K
|
323
$244K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
49+ 3.99% |
$27.6K - $32.8K
|
1.28K
$965K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
307New |
$173K - $206K
|
307
$232K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-6- 40.0% |
$3.38K - $4.02K
|
9
$6.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-194- 20.51% |
$109K - $130K
|
752
$568K
|
|
|
Jul 11, 2024
Q2 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-108- 4.79% |
$60.8K - $72.4K
|
2.15K
$1.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-2- 2.9% |
$1.13K - $1.34K
|
67
$50.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
25+ 3.22% |
$14.1K - $16.8K
|
802
$606K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1New |
$563 - $670
|
1
$755
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-1- 5.0% |
$563 - $670
|
19
$14.4K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10+ 5.08% |
$5.63K - $6.7K
|
207
$156K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
18+ 33.33% |
$10.1K - $12.1K
|
72
$54.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-11- 47.83% |
$6.19K - $7.37K
|
12
$9.06K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-24.4K- 43.05% |
$14.3M - $16.3M
|
32.3K
$24.4M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.17MNew |
$1.86B - $2.12B
|
3.17M
$2.4B
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
319New |
$187K - $214K
|
319
$241K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
1.82KNew |
$1.07M - $1.22M
|
1.82K
$1.37M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
16New |
$9.39K - $10.7K
|
16
$12.1K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2New |
$1.17K - $1.34K
|
2
$1.51K
|
|
|
Jun 04, 2024
Q1 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.06K- 51.68% |
$1.21M - $1.38M
|
1.93K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
400New |
$235K - $268K
|
400
$302K
|
|
|
May 15, 2024
Q1 2024
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-2.16K- 0.43% |
$1.26M - $1.44M
|
503K
$380M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
687+ 2.02% |
$403K - $460K
|
34.7K
$26.2M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-24- 2.77% |
$14.1K - $16.1K
|
841
$635K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
6.47K+ 376.28% |
$3.8M - $4.33M
|
8.19K
$6.19M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2New |
$1.17K - $1.34K
|
2
$1.51K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
20+ 3.08% |
$11.7K - $13.4K
|
670
$506K
|
|
|
May 15, 2024
Q1 2024
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
38.1K+ 183.36% |
$22.3M - $25.5M
|
58.8K
$44.4M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
829+ 45.25% |
$486K - $555K
|
2.66K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-2- 1.83% |
$1.17K - $1.34K
|
107
$80.8K
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
760New |
$446K - $509K
|
760
$574K
|
|
|
May 15, 2024
Q1 2024
|
Foxhaven Asset Management, LP
Charlottesville, VA |
SELL
|
- |
-66.3K- 25.32% |
$38.9M - $44.4M
|
196K
$148M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
11.1KNew |
$6.54M - $7.45M
|
11.1K
$8.41M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
CALL |
6.6KNew |
$3.87M - $4.42M
|
6.6K
$4.99M
|
|
|
May 15, 2024
Q1 2024
|
Styrax Capital, LP
New York, NY |
SELL
|
- |
-60.2K- 50.0% |
$35.3M - $40.3M
|
60.2K
$45.4M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-5.34K- 35.76% |
$3.13M - $3.57M
|
9.59K
$7.24M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
387New |
$227K - $259K
|
387
$292K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-42K- 48.19% |
$24.6M - $28.1M
|
45.1K
$34.1M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-117- 1.03% |
$68.7K - $78.3K
|
11.3K
$8.53M
|
|